Lanai Wealth Partners

Where Your Life & Wealth Align

Financial planner in Capitola, CA (show on map)

5.0

★★★★★

6 reviews

Independently owned financial practice in Capitola, CA serving Capitola, Santa Cruz County, and surrounding communities with personalized financial planning and investment guidance.

Call (831) 476-7300

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About

Lanai Wealth Partners is an independently owned financial practice serving Capitola, Santa Cruz County, and surrounding communities. Founded in 2013 by Christine McBroom, the practice has over a decade of dedicated, personalized service.

As an independent practice backed by Raymond James, Lanai offers the personal attention of a boutique practice supported by the resources and expertise of a global financial institution. Services include financial planning, retirement and longevity planning, legacy and estate planning, education and gifting strategies, business succession planning, portfolio strategy, fixed income services, investment banking and alternative investments, risk management, and banking and lending solutions.

Independently owned practice since 2013

Backed by Raymond James resources

Forbes Best-in-State Women Wealth Advisors 2026

Woman of the Year award

Community-focused with local Capitola roots

Personal attention with global institution resources

Services

Financial Planning

Comprehensive financial planning process designed to align finances with goals, evaluating current situation and designing personalized strategies.

Cash flow budgeting Retirement income planning Tax-aware decision making Estate considerations Risk management Charitable giving

Retirement & Longevity Planning

Retirement preparation with income planning, longevity considerations, required minimum distributions, asset preservation, and wealth transfer support.

Income planning Principal preservation Required minimum distributions Tax-aware withdrawal planning Longevity planning

Legacy & Estate Planning

Estate planning guidance to reflect values, protect loved ones, and support legacy including charitable giving and multigenerational planning.

Estate structure Trust planning Charitable giving Multigenerational planning Beneficiary review

Education & Gifting Strategies

Planning for education and family gifts using 529 plans, trusts, and other strategies.

529 plans Trusts Education planning Family gifting

Business Succession Planning

Guidance for business owners selling or transitioning a business, including valuation, exit planning, and financial strategy alignment.

Business valuation Exit planning Succession strategy

Portfolio Strategy

Custom investment strategies using equities and managed accounts guided by clarity and care.

Equities Managed accounts Custom strategies

Credentials & Certifications

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Lanai Wealth Partners? +

Lanai Wealth Partners is an independently owned financial practice serving Capitola, Santa Cruz County, and surrounding communities with personalized financial planning and investment guidance.

When was Lanai Wealth Partners founded? +

Lanai Wealth Partners was founded in 2013 by Christine McBroom.

What awards has Christine McBroom received? +

Christine McBroom was named Woman of the Year by the Capitola-Soquel Chamber of Commerce and was recognized on the 2026 Forbes Best-in-State Women Wealth Advisors list.

What organizations does Lanai support in the community? +

Lanai supports organizations including Cabrillo College Foundation - WES, Capitola Business Improvement Area, Capitola Junior Guards, Capitola Wharf Enhancement Project, Educating Tanzania Foundation, Friends of The Capitola Library, Jacob's Heart, Santa Cruz Land Trust, Santa Cruz Montessori, and The City of Capitola.

What is the firm's approach to financial planning? +

The firm believes in listening first, taking time to understand clients' lives, values, and goals before offering guidance. They communicate with calm and clarity and stay in touch consistently.